Groundwire/Auctions-for-Salesforce — Issue #21: Add Auction Import steps to install guide
Author: emagnuson
Created: 2011-12-02 18:21:34+00:00
State: open
Labels: Enhancement, Medium Priority

Reported by project member eric.s.magnuson, Mar 30, 2011
Here is a start from Tanner Wells

Auction Import Steps

Just 3 custom objects:
-Auction
-Auction Item
-Auction Item Piece

Auctions:
-Creat new auction
-corresponding campaigns will be created (attendees, tickets, sponsors, item donors)

Auction donated items:
-determine if donor exists in database
//do vlookup based on email if exists. If not, can try to find via other methods with people import. Then do upsert, then use contact id from setup.

-Create Donation:
//add contact id in contact lookup and contact. org. id in contact org. lookup
//leave org. blank if from contact.
-make sure primary campaign is 'Party Items donors'
-keep track of donation ID

-Create Auction Item:
//lookup field for auction (add auction ID)
-keep track of auction item ID

-Created Auction Item Piece:
//lookup field for auction item (add auction item ID)
//lookup field for donation (add donation ID)
//Quantity (this field should be set to 1). Additional info via help icon.
-keep track of auction item piece ID

Auction Items:
-Create Auction Item:
//lookup field for auction (add auction ID)
-keep track of auction item ID

Auction Tickets:
-Create Donation:
-determine if donor exists in database
-If so, add contact id in contact lookup and contact. org. id in contact org. lookup
//leave org. blank if from contact.
-If not, create new contact or new org. donor. first .
-make sure primary campaign is correctly set to 'tickets' campaign
-set the number of tickets for the donation/ticket purchase
-create donation

-create campaign member/s record/s for each ticket.
//lookup to contact (add attendee contact ID)
//lookup to campaign (add 'attendee' campaign ID)
//lookup to donation. (add ticket donation ID)
//lookup to table captain. (add contact ID of table captain. Will be ticket purchaser if only 1 ticket purchased)

Auction Purchases:
-determine if donor exists in database
-If so, add contact id in contact lookup and contact. org. id in contact org. lookup
//leave org. blank if from contact.
-If not, create new contact or new org. donor. first .
-make sure primary campaign is correctly set to 'attendees' campaign
-lookup field to auction item (add auction item ID)
-create donation